Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Albery is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 20 years of experience in the securities industry. Nathan is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7 license. He is also registered with the Securities Investor Protection Corporation (SIPC). Nathan has a wide range of experience in helping clients reach their financial goals. Nathan specializes in working with individuals and families, corporations and businesses. He has also worked with insurance companies, charitable organizations, pension and profit-sharing plans, and state and municipal government entities. Nathan is dedicated to providing clients with personalized financial advice and investment strategies that meet their unique needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
06/27/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GILBERT AZ)
MO
05/13/2003 - 10/11/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 01/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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